I just updated my stock watchlist. 10 companies I’m actively researching right now. Some I want cheaper. Some still need to prove more. And a few are starting to get REALLY interesting. Here’s the full list: McDonald’s | $MCD McDonald’s is the newest addition, and the valuation is finally getting interesting enough for me to start digging much deeper. AppLovin | $APP The growth and execution are hard to ignore, but I’m still trying to figure out how much of that upside is already priced in. MercadoLibre | $MELI I love the combination of ecommerce and fintech, and this is one I’d be very interested in owning at the right valuation. Nike | $NKE Nike is becoming a really interesting turnaround setup if the brand can translate its global strength back into better growth. Visa | $V Visa is exactly the type of high-quality compounder I’d like more of in my portfolio if the price gets attractive enough. CoreWeave | $CRWV CoreWeave gives me direct exposure to the AI infrastructure buildout, but the capital intensity and valuation mean I’m taking my time. Duolingo | $DUOL Duolingo has built one of the strongest consumer brands in education, and the pullback has made me much more interested in the stock. Mastercard | $MA Mastercard is another business where I have almost no issue with the company itself, so most of my focus is simply on valuation. Wingstop | $WING Wingstop has an incredibly interesting franchise growth story, but I want the valuation to give me a much better margin of safety. Palantir | $PLTR Palantir’s execution has been incredibly strong, but valuation is still the biggest thing keeping me on the sidelines
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